Paraplanner Opportunity in Green Point, Cape Town
1Clickplacements · Green Point, Cape Town, Western Cape
Overview
A great opening for a detail oriented young professional who wants to grow in wealth management. You will support wealth managers with back office administration, client service and investment processing. Based in Green Point, Cape Town, this permanent role offers R20,000 to R25,000 per month. If you have a relevant degree and want hands on exposure to financial planning, investments and compliance, this could be your next step.
About the role
Our client in the wealth management space is looking for a Paraplanner to join their team in Green Point. In this role you will be the backbone of the advisory process, making sure that wealth managers can focus on their clients while you keep the admin, compliance and investment tasks running smoothly.
Your day to day will involve working on the CRM system, preparing investment proposals, gathering FICA and FAIS documents, and making sure that new business applications move through to completion. You will also handle client queries over email and make sure that statements, tax certificates and review documents go out on time.
This is a permanent, full time position suited to someone who is organised, comfortable with MS Office and MS Teams, and keen to build a career in financial services.
Requirements
- A relevant bachelor's degree
- Competency with MS Office and MS Teams is essential
- RE5 exam qualification would be an added advantage
Responsibilities
- Action requests from dedicated Wealth Managers in a timely manner
- Manage and capture prospect leads on the CRM system
- Keep client information and documents accessible on SharePoint
- Load new business, switches and top ups on the CRM
- Handle and resolve client inquiries and respond to emails professionally
- Prepare and implement investment proposals
- Gather FICA and FAIS documents from new and existing clients
- Prepare onboarding documents such as due diligence, mandates and records of advice
- Follow up on new business applications and transactions in progress
- Submit outstanding requirements from the internal accounts team and service providers
- Ensure compliance with FSCA requirements and internal guidelines
- Action payment instructions according to service level agreements
- Maintain existing business including switches, withdrawals and additional investments
- Prepare and distribute monthly, quarterly and annual statements and tax certificates
- Open institutional investment accounts
- Request forex conversions for offshore investments
- Load and send documents to clients via DocuSign
- Prepare investment review documents
- Maintain service level agreement deadlines
Job details
- Organisation
- 1Clickplacements
- Location
- Green Point, Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Entry
- Education
- Bachelor
- Salary
- R20k to R25k / monthly
- Category
- Banking & Insurance
- Application Method
- Apply manually
Success Guide
This is a lovely chance to get your foot in the door of wealth management without needing years of experience. If you have a degree and you are comfortable on MS Office, you are already halfway there.
When you apply, make sure your CV shows any exposure to client admin, compliance or financial documents, even if it was during your studies or an internship. Highlight your attention to detail and your ability to juggle deadlines, because that is exactly what a paraplanner does every day.
If you have started your RE5 exams, mention it. It shows you are serious about the industry. In an interview, be ready to talk about how you would handle a frustrated client or a last minute request from a wealth manager. They want someone who stays calm and organised. Good luck!
How we help you prepare
This employer takes applications on their own website, so you'll submit this one yourself — but SPAAN NOW gets everything ready for you first. Here's how it works:
- Our AI tailors your CV to match this job's keywords and requirements, so it stands out to recruiters and screening systems.
- A custom cover letter is written specifically for this role — no generic templates.
- We gather the documents this job needs: CV and Degree certificate. SPAAN NOW pulls these from your profile and packages them together, ready to attach.
- Once your application is prepared, we show you exactly how and where to apply — just follow the link to the employer and submit your ready-made CV, cover letter and documents.
- Mark it as applied under Applications to keep track, and if you're shortlisted, use AI Interview Prep to practise questions commonly asked for roles like this.
We do the hard part — tailoring and gathering everything — so applying yourself only takes a minute.
Spaan Talk
Nobody has said anything yet. Be the first.